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Ameritas Advisory Services’s SonicShares Global Shipping ETF BOAT Stock Holding History

Ameritas Advisory Services’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-910
Closed -$28.7K – 781
2023
Q1 		$28.7K Buy
+910
New +$27K ﹤0.01% 1482

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GS
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DADC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Ameritas Advisory Services's BOAT Position: Q2 2023 in Review

Ameritas Advisory Services sold out of SonicShares Global Shipping ETF (BOAT) in Q2 2023, closing a stake of 910 shares — an estimated $28.7K sold.

Ameritas Advisory Services first reported a position in BOAT in Q1 2023 and held it in 1 quarter. The position peaked at $28.7K in Q1 2023. 12 funds tracked by Wall St. Rank hold BOAT as of Q2 2023.

  • Ameritas Advisory Services reported no remaining SonicShares Global Shipping ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 910 SonicShares Global Shipping ETF shares in Q2 2023, an estimated $28.7K.
  • Ameritas Advisory Services first reported a position in SonicShares Global Shipping ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's SonicShares Global Shipping ETF position peaked at $28.7K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.